See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,707 | $178,174-42.9% | $156,181-34.9% | $137,256-25.9% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.8%+11.2pp | 80.0%+10.0pp |
| Annual return | 19.23% | 84.19%-65.0pp | 64.87%-45.6pp | 220.34%-201.1pp |
| Employer contribution / active EE | $2,421 | $4,972-51.3% | $4,294-43.6% | $4,156-41.7% |
| Participant deferral / active EE | $4,974 | $6,888-27.8% | $6,132-18.9% | $6,407-22.4% |
| Admin fee / account holder | $260 | $17,404-98.5% | $14,586-98.2% | $12,270-97.9% |